RhumbLine Advisers

RhumbLine Advisers’s Clear Secure YOU Stock Holding History

RhumbLine Advisers’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.5M	Buy	237,227 +8,249	+4%	+$328K	0.01%	991
2025 Q4	$8.03M	Sell	228,978 -10,107	-4%	-$344K	0.01%	1162
2025 Q3	$7.98M	Sell	239,085 -9,397	-4%	-$312K	0.01%	1194
2025 Q2	$6.9M	Buy	248,482 +561	+0.2%	+$14.3K	0.01%	1239
2025 Q1	$6.42M	Buy	247,921 +4,325	+2%	+$108K	0.01%	1226
2024 Q4	$6.49M	Sell	243,596 -4,470	-2%	-$135K	0.01%	1287
2024 Q3	$8.22M	Buy	248,066 +117,989	+91%	+$3.04M	0.01%	1163
2024 Q2	$2.43M	Buy	130,077 +13,995	+12%	+$253K	﹤0.01%	1785
2024 Q1	$2.47M	Buy	116,082 +158	+0.1%	+$3.14K	﹤0.01%	1796
2023 Q4	$2.39M	Buy	115,924 +1,451	+1%	+$28.2K	﹤0.01%	1820
2023 Q3	$2.18M	Buy	114,473 +4,335	+4%	+$96.1K	﹤0.01%	1809
2023 Q2	$2.55M	Buy	110,138 +23,502	+27%	+$581K	﹤0.01%	1770
2023 Q1	$2.27M	Buy	86,636 +6,193	+8%	+$176K	﹤0.01%	1735
2022 Q4	$2.21M	Buy	80,443 +3,677	+5%	+$101K	﹤0.01%	1733
2022 Q3	$1.75M	Buy	76,766 +6,331	+9%	+$155K	﹤0.01%	1831
2022 Q2	$1.41M	Buy	+70,435	New	+$1.9M	﹤0.01%	1952

Other funds holding YOU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return